SignatureFD’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

SignatureFD’s Portfolio EMLP Stock Details EMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,071	Closed	-$26K	–	3083
2021 Q2	$26K	Buy	1,071 +86	+9%	+$2.08K	﹤0.01%	1609
2021 Q1	$22K	Hold	985	–	–	﹤0.01%	1534
2020 Q4	$21K	Hold	985	–	–	﹤0.01%	1433
2020 Q3	$19K	Buy	985 +17	+2%	+$343	﹤0.01%	1394
2020 Q2	$19K	Sell	968 -438	-31%	-$8.83K	﹤0.01%	1344
2020 Q1	$25K	Buy	1,406 +74	+6%	+$1.73K	﹤0.01%	1144
2019 Q4	$34K	Sell	1,332 -54	-4%	-$1.34K	﹤0.01%	1104
2019 Q3	$35K	Buy	1,386 +12	+0.9%	+$303	﹤0.01%	1046
2019 Q2	$35K	Buy	1,374 +1,162	+548%	+$28.9K	﹤0.01%	1002
2019 Q1	$5K	Sell	212 -1,216	-85%	-$28.8K	﹤0.01%	1574
2018 Q4	$31K	Sell	1,428 -600	-30%	-$13.8K	﹤0.01%	999
2018 Q3	$48K	Sell	2,028 -661	-25%	-$15.8K	﹤0.01%	895
2018 Q2	$62K	Buy	+2,689	New	+$60.8K	0.01%	782

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM